In Donorfy you will find two types of constituent profiles:
Individuals.
Groups (Organisations/Companies/Trusts).
📌Note:
Depending on the settings your Administrator has applied to your user account, this may result in a slightly different view of each of the profile types.
You can move panels around (by dragging and dropping them) to make your screen view more suitable for you.
Individuals
The numbered labels on the image are related to the explanations below:
1. Profile Header
This area includes a summary view of the constituent:
The constituent's Constituent Type, Name, Constituent Number, Contact details, and the date the profile was created. This section is not editable as is dependant on section 4.
Alerts (orange speech bubble).
Manage button - allows you to Change the Constituent Type, Archive, Merge or Delete the constituent, and add Prospect Research information.
2. Donation and Gift Aid claim summary
This provides a quick summary of constituent's donation giving stats as:
Average gift.
Number of gifts.
Given this year.
Tax claimed this year.
The first gift.
The donation summary view:
Can be expanded (to see more detail).
Can be minimised (to see less detail):
Click on the arrow to the right of the screen - next to Average Gift.
3. Additional Constituent Details
This area includes:
The constituent's personal details such as name, addresses, email (also contains a link to MailChimp if MailChimp is activated) and phone numbers.
Their contact preferences.
Tags that have been applied to their record.
Any social account details (LinkedIn, Facebook, etc.).
Any Fundraising Pages that are associated with them.
The name and contact details can be edited or added :
Click into the field you would like to add or change the details in.
Type the information in or select from a dropdown selection.
Once you have added or edited the details, click Save Changes.
When activated, this area will also host Prospect Research information.
4. Connections
This section is split into two parts:
Connections - these are direct connections such as Spouse, Company, Friends, etc.
Other Connections - these are system-originated connections from areas such as Soft Credits, address links, connections in activities and transactions, etc.
Groups
The groups profile features almost the same as an individual's, however, there are some differences.
The main differences between the two profiles are:
A. Constituent Type icon is now a group icon and the type is not Individual.
B. The Details section is now group-related, featuring the organisation name and the main contact (where assigned), and registration number.
C. The addresses are now limited to two: Work and Other.